AdvicePay Financial Advisor Community Blog

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Celebrating Five Years of AdvicePay

April 26, 2021 By: AdvicePay

We started AdvicePay in 2016 after spotting a gap in the financial advising world — the need for a streamlined, compliant, secure way for advisors to get paid for their advice. Five years later, more than 3,700 financial advisors use AdvicePay, and we...

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How to Work from Home: Tips from the AdvicePay Team

March 20, 2020 By: AdvicePay

Many professionals around the globe are working from home to prevent the spread of the novel coronavirus (COVID-19). In the era of social distancing, working from home can feel lonely and overwhelming. For many, it is a big adjustment, and developing...

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Topics: Practice Management, AdvicePay Culture

AdvicePay Team Member Spotlight: Cassie Jackson

March 10, 2020 By: AdvicePay

The AdvicePay company culture is fueled by our team members. We pride ourselves in having a fun, innovative, and engaging team that loves showing up every day to get the "job" done. 

For this month's team member spotlight, we talked to Cassie Jackson,...

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Topics: AdvicePay Culture

Team Member Spotlight: Aaron Lindstrom

January 29, 2020 By: AdvicePay

The AdvicePay company culture is fueled by our team members. We pride ourselves in having a fun, innovative, and engaging team that loves showing up every day to get the "job" done. 

For this month's team member spotlight, we talked to Aaron...

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Topics: AdvicePay Culture

AdvicePay Team Member Spotlight: Honor Randall

November 20, 2019 By: AdvicePay

The AdvicePay company culture is fueled by our team members. We pride ourselves in having a fun, innovative, and engaging team that loves showing up every day to get the "job" done. 

For this month's team member spotlight, we talked to Honor Randall,...

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Topics: AdvicePay Culture

AdvicePay Team Member Spotlight: Isaac

August 20, 2019 By: AdvicePay

The AdvicePay company culture is fueled by our team members. We pride ourselves in having a fun, innovative, and engaging team that loves showing up every day to get the "job" done. 

For this month's team member spotlight, we talked to Isaac Noda,...

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Topics: AdvicePay Culture

AdvicePay Team Member Spotlight: Erika Madden

July 15, 2019 By: AdvicePay

AdvicePay is what it is because of the people who work here. We are lucky to have some extremely talented team members in our ranks, so we thought we would tell you more about these individuals. Why do they work here? What do they do in their free...

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Topics: AdvicePay Culture

December 2018 Release Notes

January 03, 2019 By: AdvicePay
 

In December, we launched some pretty serious email upgrades that we're excited to share, and also knocked out a fat stocking's worth of other upgrades and fixes. These small, sweet changes are sure to get your new year started right without...

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Topics: Release Notes

November 2018 release notes

December 06, 2018 By: AdvicePay
 

In November, we delivered on one of our most often requested feature adds: eSignature integration! Yep, we did it. All of that, and a bit more.

(We're not folks to brag, but our developers are pretty much rock stars.)

The rest of the team has been...

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Topics: Release Notes

October 2018 release notes

November 01, 2018 By: AdvicePay
 

It's been a busy month at AdvicePay! Perhaps fueled by the early and ongoing purchase of Halloween candy, our team has been working like crazy to bring you enhanced features and customization tools. We're happy to share that many of these have...

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Topics: Release Notes